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Global and China Wafer Foundry Industry Report, 2010-2011

NEW YORK July 12, 2011

Global and China Wafer Foundry Industry Report, 2010-2011

US$26.88 billion

RMB46 billion

The flourish of smart phone and tablet PC is unlikely to benefit the entire wafer foundry industry, only TSMC and Samsung can enjoy the priority. TSMC, the leader in global wafer foundry industry, holds the market share of over 50%, with the technology at least half a year superior to that of other manufacturers and 1-3 years ahead of that of most manufacturers. 95% of the highest-end ICs worldwide are OEMed by TSMC, and the other manufacturers are merely the secondary or tertiary suppliers. Samsung relies on Apple, yet the conflict between Apple and Samsung has continued to escalate recently, so, it is certainly that partial A5 orders will go for TSMC and it is probable for TSMC to manage all the A6 orders.

Wafer foundry is by no means the OEM of ordinary electronic products, several tens of thousands of accumulated IP library compose the insuperable threshold, the investment can easily reach billions of US dollars, and the support from the huge and excellent talent teams is a must; as a result, wafer foundry is far more difficult than the fabrication of single IC. It is easy for Samsung to pose competition against the potential clients in that Samsung is the electronics giant and it also engages in some types of IC, yet TSMC, UMC, and SMIC turn out to be pure foundries, which limits the revenue scale of Samsung. In 2012, the revenue of Samsung will decline sharply as Apple transfers its orders to TSMC.

1/3 revenue of Global Foundries is contributed by AMD, its biggest client. Severely impacted by smart phones and table PCs, traditional PCs and notebook PCs have witnessed great decrease margin. Year 2011 will be arduous for AMD because of the powerful beat from Intel. Abu Dhabi SWF is still groping the way of controlling Global Foundries, so, perhaps it is inevitable for making losses in consecutive several years or even more than a decade.

As for the OEM fields of high-end products like 28nm node and of such special products as High Voltage/MEMS, they feature not so evident overcapacity; however, other fields will be amid overcapacity till 2013, and a majority of foundries will see the unavoidable loss.

1 Profile of Semiconductor Industry

2 Status Quo and Future of Semiconductor Industry

2.1 Overview

2.2 Wafer Foundry

2.3 Horizontal Comparison of Global Wafer Foundries


3.1 Market

3.2 Industry

3.3 Wafer Foundry and IC Design Industry

4 Wafer Foundries

4.1 TSMC

4.2 UMC

4.3 Global Foundries

4.4 SMIC

4.5 Dongbu HiTek

4.6 VIS

4.7 MagnaChip

4.8 Grace Semiconductor


4.10 ASMC

4.11 TowerJazz

4.12 X-FAB

4.13 China Resources Microelectronics

4.14 Samsung Electronics

Selected Charts

Processing Flow Chart of Original Wafer

Flow Chart of Wafer Mount in Circuit

Cost Structure of 8-inch Wafer

Output Value of Global Semiconductor Industry, 2003-2012E

Global IC Shipment and Average Price, 2000Q1-2010Q4


Output Value and Growth Margin of Global Wafer Foundry Industry, 2005-2013E








Revenue and Operating Margin of TSMC, 2004-2010

Wafer Shipment and Capacity Utilization of TSMC, 2004-2010

Revenue and Operating Margin of TSMC, 2008Q1-2011Q1

TSMC Products by Application, 2009Q1-2010Q1

TSMC Revenue by Node, 2008Q3-2010Q2

TSMC 28nm Technical Roadmap

TSMC 28nm Technology Characteristics

UMC Revenue and Operating Margin, 2001-2010

UMC Shipment and Capacity Utilization, 2001-2010

UMC Revenue and Gross Margin, 2008Q1-2011Q1

UMC Revenue by Region, 2008Q1-2011Q1

UMC Revenue by Node, 2008Q1-2011Q1

UMC Revenue by Application, 2008Q1-2011Q1

UMC Shipment and Capacity Utilization, 2008Q1-2011Q1

CSM Revenue and Net Profit Margin, 2000-2009

CSM Revenue by Application, 2008Q3-2009Q3

Global Presence of Global Foundries

Technical Roadmap of Global Foundries

SMIC Revenue and Operating Margin, 2003-2010

SMIC Revenue, 2010H1

SMIC Revenue and Gross Margin, 2008Q1-2011Q1

SMIC Revenue by Application, 2008Q1-2011Q1

SMIC Revenue by Type, 2008Q1-2010Q2

SMIC Revenue by Client, 2008Q1-2010Q2

SMIC Revenue by Region, 2008Q1-2010Q2

SMIC Revenue by Region, 2010Q1-2011Q1

SMIC Revenue by Node, 2008Q1-2011Q1

SMIC Shipment and Capacity Utilization, 2008Q1-2011Q1

Plant Distribution of SMIC

Technical Capability of SMIC

Major Clients of SMIC

Revenue and Operating Margin of Dongbu HiTek, 2005-2012E

Shipment and Capacity Utilization of Dongbu Hitek, 2007-2012E

Profile of Dongbu

Wafer Foundry Profile of Dongbu Hitek

Wafer Foundry Capacity of Dongbu Hitek, 2007-2011

Technical Roadmap of Dongbu Hitek

Technology Characteristics of Dongbu Hitek

VIS Revenue and Operating Margin, 2005-2011

VIS Revenue and Gross Margin, 2008Q2-2011Q1

VIS Revenue by Node, 2008Q2-2011Q1

VIS Revenue by Application, 2008Q2-2011Q1

VIS Revenue by Product, 2009Q1-2011Q1

VIS Shipment and Capacity Utilization, 2008Q2-2011Q1

Technology Characteristics of VIS

Technical Roadmap of VIS

MagnaChip Revenue and Gross Margin, 2001-2010

MagnaChip Revenue and Operating Margin, 2005-2010

MagnaChip Revenue by Product, 2004-2010

MagnaChip Revenue by Region, 2006-2010

MagnaChip Revenue by Application, 2009-2010

Revenue of MagnaChip Power Solution Division, 2008Q2-2011Q1

Revenue of MagnaChip Power Solution Division by Region, 2008Q2-2011Q1

Technical Roadmap of Grace

HHNEC Roadmap

Equity Structure of ASMC

ASMC Revenue and Gross Margin, 2003-2010

Capacity Utilization of ASMC, 2008Q1-2011Q1

ASMC Revenue by Region, 2008Q3-2011Q1

ASMC Revenue by Client Type, 2008Q3-2011Q1

ASMC Revenue by Application, 2008Q3-2011Q1

ASMC Revenue by Wafer Foundry, 2008Q3-2011Q1

TowerJazz Revenue and Gross Profit, 2003-2010

TowerJazz Revenue by Technology, 2005-2010

TowerJazz Revenue by Region, 2007-2010

X-FAB Revenue and Operating Profit, 2004-2010

Revenue of China Resources Microelectronics by Region, 2006-2010

Revenue and EBITDA of China Resources Microelectronics, 2006-2010

Revenue of China Resources Microelectronics by Product, 2008-2010

Revenue of China Resources Microelectronics by Application, 2009-2010

Revenue of China Resources Microelectronics by Division, 2008-2010

Operating Profit of China Resources Microelectronics by Division, 2009-2010

Global Mobile Phone Shipment by Brand, 2010Q1-2011Q1

Global Smart Phone Shipment by Operating System, 2010Q3

Revenue of 17 Wafer Foundries Worldwide, 2007-2011E

Operating Margin, Capacity, and Output of Major Wafer Foundries Worldwide, 2009-2010


Foundries with Available Production of above 6-inch Wafer in Mainland China

Capacity of TSMC Plants, 2008-2010

Capacity of UMC Plants, 2006Q1, 2007Q1, 2009Q4-2011Q1

CSM Wafer Shipment and Capacity Utilization, 2008Q3-2009Q3

Capacity of CSM Plants, 2008Q3-2009Q3

SMIC Capacity

Wafer Foundries of MagnaChip

Grace Revenue, 2004-2010

HHNEC Revenue, 2003-2010

Production Line Capacity of ASMC, 2011Q1

Capacity Utilization of ASMC Production Lines, 2010Q2 & 2011Q1

To order this report:

Electronic Component and Semiconductor Industry : Global and China Wafer Foundry Industry Report, 2010-2011

Electronic Component and Semiconductor Business News

Market Research Report

Company Profile, SWOT and Revenue Analysis!

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